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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,804 | $183,592-97.4% | $155,567-96.9% | $145,959-96.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -17.04% | 61.24%-78.3pp | 64.74%-81.8pp | 561.95%-579.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $650 | $6,464-89.9% | $5,628-88.5% | $6,689-90.3% |
| Admin fee / account holder | $1,275 | $19,318-93.4% | $15,916-92.0% | $13,398-90.5% |